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Global X MLP & Energy Infrastructure ETF

184 hedge funds and large institutions have $671M invested in Global X MLP & Energy Infrastructure ETF in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 58 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 16

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

47% more call options, than puts

Call options by funds: $677K | Put options by funds: $461K

30% more capital invested

Capital invested by funds: $517M → $671M (+$154M)

12% more funds holding

Funds holding: 164184 (+20)

9.29% more ownership

Funds ownership: 57.08%66.37% (+9.3%)

5% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 55

Holders
184
Holders Change
+20
Holders Change %
+12.2%
% of All Funds
2.96%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
40
Increased
58
Reduced
55
Closed
16
Calls
$677K
Puts
$461K
Net Calls
+$216K
Net Calls Change
-$290K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
26
Ahrens Investment Partners
Louisiana
$4.91M -$290K -7,032 -6%
TLP
27
Trinity Legacy Partners
Texas
$4.9M +$190K +4,620 +4%
SCM
28
SOL Capital Management
Maryland
$4.3M -$89.8K -2,182 -2%
Osaic Holdings
29
Osaic Holdings
Arizona
$4.18M +$261K +6,339 +7%
EL
30
Essex LLC
Illinois
$4.13M -$477K -11,583 -10%
KAS
31
Kestra Advisory Services
Texas
$4.04M -$693K -16,834 -15%
RJA
32
Raymond James & Associates
Florida
$3.69M +$283K +6,862 +8%
VWM
33
Venturi Wealth Management
Texas
$3.66M -$52.7K -1,279 -1%
MML Investors Services
34
MML Investors Services
Massachusetts
$3.64M +$166K +4,042 +5%
Ameriprise
35
Ameriprise
Minnesota
$3.62M -$3.64M -88,400 -50%
DWP
36
Destiny Wealth Partners
Florida
$3.59M +$3.62M +87,988 New
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$3.35M -$32.1K -780 -0.9%
AAM
38
Ameraudi Asset Management
New York
$3.34M -$101K -2,464 -3%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$3.32M +$2.28M +55,327 +211%
BAAM
40
Baker Avenue Asset Management
California
$3.29M +$568K +13,790 +21%
ST
41
Sageworth Trust
Pennsylvania
$3.29M +$3.32M +80,630 New
Cerity Partners
42
Cerity Partners
New York
$3.17M +$2.92M +70,953 +1,025%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$3.15M +$1.65M +40,126 +108%
KFP
44
KMG Fiduciary Partners
Ohio
$2.66M +$173K +4,203 +7%
VV
45
Verity & Verity
South Carolina
$2.55M -$58.7K -1,425 -2%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$2.33M +$912K +22,158 +63%
FA
47
Fiduciary Alliance
South Carolina
$2.19M +$2.22M +53,842 New
PIMG
48
Patriot Investment Management Group
Tennessee
$2.06M +$13.3K +322 +0.7%
LCWP
49
Legacy Capital Wealth Partners
Arkansas
$1.92M +$107K +2,603 +6%
GMA
50
Glassy Mountain Advisors
Maryland
$1.91M +$1.93M +46,901 New

MLPX Hedge Fund Activity: Q4 2022 in Review

184 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q4 2022, worth a combined $671M — up 30% from $517M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new MLPX positions and 16 closed out — a net gain of 24 holders — while 58 added to existing stakes and 55 trimmed.

The largest buyer was Phoenix Financial, opening a new position worth an estimated $86.2M. The largest seller was Ameriprise, cutting an estimated $3.64M.

  • 184 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q4 2022, up from 164 in Q3 2022.
  • Funds reported $671M of Global X MLP & Energy Infrastructure ETF stock for Q4 2022, up 30% quarter-over-quarter.
  • 40 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q4 2022 and 16 closed out, a net change of +24 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q4 2022 was Phoenix Financial, an estimated $86.2M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q4 2022 was Ameriprise, an estimated $3.64M sold.

Based on aggregated 13F filings for Q4 2022.